http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/29828.aspxTue, 01 Dec 2015 00:26:38 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:29828Martina Fahrner0http://forums.method.me/cs/forums/thread/29828.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=29828<p><span id="mce_0_start" style="overflow:hidden;">Thanks, ben!</span></p> <p>I talked to Noam and get it done after Cyber Monday is over!</p>http://forums.method.me/cs/forums/thread/29791.aspxTue, 24 Nov 2015 22:25:49 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:29791Method_Ben0http://forums.method.me/cs/forums/thread/29791.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=29791<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_40_start" style="overflow:hidden;"><span id="mce_41_start" style="overflow:hidden;"><span id="mce_42_start" style="overflow:hidden;"></span></span></span><span id="mce_24_start" style="overflow:hidden;"><span id="mce_25_start" style="overflow:hidden;"><span id="mce_26_start" style="overflow:hidden;"></span></span></span>Hi Again Martina,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>When you are <span id="mce_5_start" style="overflow:hidden;">Updating records by&nbsp;</span>Importing the Records back into Method<span id="mce_3_start" style="overflow:hidden;"></span>, you need to ensure that you have the&nbsp;<i>Update existing records by matching the key fields&nbsp;</i>option checked<span id="mce_2_start" style="overflow:hidden;"> when preparing the data as I mentioned in my original Post<span id="mce_4_start" style="overflow:hidden;"><span id="mce_6_start" style="overflow:hidden;">.</span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_8_start" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;">There really isnt a quick way to Delete duplicate records once they are in there. If you still have the Table containing all or Opportunities, the quickest option <span id="mce_12_start" style="overflow:hidden;"><span id="mce_13_start" style="overflow:hidden;"></span></span>f<span id="mce_12_end" style="overflow:hidden;"><span id="mce_13_end" style="overflow:hidden;"></span></span>or you&nbsp;<span id="mce_10_start" style="overflow:hidden;"><span id="mce_11_start" style="overflow:hidden;">would likely be to<span id="mce_14_start" style="overflow:hidden;"> Create a new screen with an action to Look through the&nbsp;<em>Opportunities&nbsp;</em>Table and utilize a <span id="mce_16_start" style="overflow:hidden;"></span><strong><a href="https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Delete-Record-From-Table&amp;id=128">DELETE FROM TABLE&nbsp;<span id="mce_16_end" style="overflow:hidden;"></span></a><span id="mce_21_start" style="overflow:hidden;">&nbsp;</span></strong><span id="mce_21_start" style="overflow:hidden;">action to remove all existing Opportunities, and then Re-Import your Current List of Opportunities the same way you did the first time.</span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span id="mce_23_start" style="overflow:hidden;"><span id="mce_29_start" style="overflow:hidden;"><span id="mce_35_start" style="overflow:hidden;"></span><span id="mce_30_start" style="overflow:hidden;"><span id="mce_31_start" style="overflow:hidden;"><span id="mce_32_start" style="overflow:hidden;"><span id="mce_33_start" style="overflow:hidden;"></span></span></span></span></span><span id="mce_24_end" style="overflow:hidden;"><span id="mce_25_end" style="overflow:hidden;"><span id="mce_26_end" style="overflow:hidden;"><span id="mce_27_start" style="overflow:hidden;">What I might recommend at this point<span id="mce_28_start" style="overflow:hidden;"><span id="mce_29_end" style="overflow:hidden;"><span id="mce_30_end" style="overflow:hidden;"><span id="mce_31_end" style="overflow:hidden;"><span id="mce_32_end" style="overflow:hidden;"><span id="mce_33_end" style="overflow:hidden;"> however, would be to have one of our Consultants take over and complete any updates/Importing you need done. <span id="mce_35_end" style="overflow:hidden;"></span><span id="mce_37_start" style="overflow:hidden;">I can have your Account Manager reach out if this is <span id="mce_38_start" style="overflow:hidden;">s</span>omething you might be interested in.<span id="mce_39_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><br /></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Thanks Martina!</span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Regards,</span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Ben<span id="mce_40_end" style="overflow:hidden;"><span id="mce_41_end" style="overflow:hidden;"><span id="mce_42_end" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></span></span></span></p>http://forums.method.me/cs/forums/thread/29772.aspxMon, 23 Nov 2015 19:16:38 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:29772Martina Fahrner0http://forums.method.me/cs/forums/thread/29772.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=29772<p><span id="mce_0_start" style="overflow:hidden;">Thanks to Ben, I figured out how to up and download records into Method. Unfortunately I also noticed that the records were just added and didn&#39;t overwrite older versions... now I have duplicated over duplicates that I need to get rid off!</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>How can I do that?</p> <p></p>